As a Partner of St. James's Place Wealth Management, I am able to meet with you to review any personal financial planning requirements. I have considerable financial services experience spanning 25 years, having worked globally as a Finance Director in Banking, Asset Management, Insurance and Wealth Management.
I specialise in offering expert face to face advice in a wide range of financial planning areas including tax efficient investment planning, pensions, inheritance tax planning and financial protection for individuals, trustees and businesses.
I am a Chartered Certified Accountant, Chartered Financial Planner, and have an Executive MBA from Warwick Business School (Distinction).
My aim is to provide a highly professional service that always puts the interests of my clients first. I know that you are the most important part of our business and that our future success depends on how well we advise you and help you plan for the future.